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Iran War and Impact on India
Here’s a hard-hitting, crisp version in your style:The Iran war will not create India’s defence export story—it will accelerate it.Modern wars are no longer inventory wars. They are consumption wars. Ammunition, drones, missiles—used in volumes never seen before.This changes everything.Nations now need production depth, not just military strength.India will have to build that capacity. And… Continue reading
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Gold Loans: An Eye-Opener Before You Pledge Your Gold
Gold loans look easy. Quick money, no sale of jewellery, and the comfort that “I will repay later.”But pause for a moment. When you take a gold loan at high prices, you are quietly taking a bet on two things: Both are uncertain. Gold prices have fallen sharply in the past—sometimes over 30%. If that… Continue reading
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PTQ3FY21…week ended 03/04/2026
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_ptq3fy21-share-7446163604460048384-WCWJ?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
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West Asian Conflict
While assessing the current war around Iran, it is important to first ask—what is this war really about?Is it to stop Iran from developing deadly weapons?Is it to punish Iran for its intent and actions against Israel and the United States?Is it to weaken or remove a fanatic regime?Or is it, as often alleged, about… Continue reading
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Oil Crisis and Rare Earths
When Iran threatens oil, the world panics.When China controls rare earths, the world stays calm.That is our blind spot.Oil shocks are loud—they hit prices, transport, and daily life instantly.Rare earth control is silent—it decides who will dominate technology, defence, and industry tomorrow.For India, the message is simple:If we secure oil, we manage the present.If we… Continue reading
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Sensex30Futures /02/04/2026
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_sensex30futures-activity-7445434498743353344-b7nd?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
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Market Drops… A fresh look
Market declines are often read as destruction of value. In my view, that is an oversimplification.The productive assets of a business — its plants, capacities, and networks — do not meaningfully change with short-term movements in stock prices. If anything, their replacement value tends to rise over time.What does change, sometimes quite sharply, is the… Continue reading
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101024other /30/03/2026
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_101024other-activity-7444403130252881920-WNsY?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
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Sensex30Futures /30/03/2026
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_sensex30futures-activity-7444402103835598848-niLZ?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
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Speculation, Society, and Markets
Speculation often gets blamed for market distortions—but the truth is more nuanced.When done right, speculation performs a vital role: it brings future expectations into present prices, improves price discovery, and ensures timely supply responses. In that sense, good speculation stabilizes markets.But when speculation becomes excessive—driven by leverage, concentration, or cartel-like behavior—it can detach from fundamentals.… Continue reading
Panch Tattva Wisdom 